Barry Ritholtz of The Big Picture blog and FusionIQ says investors need to know who they are up against when managing their portfolios — and says that to find perhaps the greatest enemy, you don’t have to look far. Writing a guest piece for John Mauldin’s “Thoughts from the Frontline” newsletter, Ritholtz says the first [...]
Read more
Tag Archives: Barry Ritholtz
Ritholtz: Government Should Focus on Infrastructure
October 24, 2011
0 Comments
Barry Ritholtz says that America needs to undertake a major infrastructure repair and rebuilding program, which would stimulate the economy and provide a number of other benefits. “We have allowed the transportation grid to get old and out of shape,” Ritholtz writes in a Washington Post op-ed. “Our interstate highway system is in disrepair; our [...]
Read moreRitholtz: “Austerians” Have It All Wrong
September 23, 2011
0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog says that the Federal Reserve has done just about all it can do it fix the economy, and that changes to fiscal policy are needed to really get things moving in the right direction. But, he adds, many government officials have a track record of getting [...]
Read moreRitholtz Doesn’t Think Bottom Is Here, But He’s Scaling Back In
August 12, 2011
0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog says he doesn’t think the market has bottomed yet, but he is looking to move more of his portfolio back into stocks. ”It might be a little early,” he tells Yahoo! Finance’s Breakout. “Our approach is we’ll leg in — 10 percent, 10 percent — over a [...]
Read moreRitholtz Talks Economy, Market
August 5, 2011
0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog says the economy is slowing at an accelerating rate, but that what we’re seeing is what is to be expected from a post-financial-crisis recovery. Ritholtz tells Bloomberg that he’s gotten more conservative with his portfolio over the past couple weeks and is now about 50% in [...]
Read moreRitholtz: This Recovery Isn’t Unusual — If You Use the Right Yardstick
July 21, 2011
0 Comments
Earlier this month, forecasters missed the mark by a wide margin on the June jobs report, far overestimating the number of jobs that would be created. And, says Barry Ritholtz, a big reason for that and other flawed forecasts during the economic recovery is simple: Analysts and economists are using the wrong historical measuring stick. [...]
Read moreRitholtz: Markets Don’t Care about Deficits
July 12, 2011
0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog says that markets don’t “really care at all about deficits”, something that is a “great misunderstanding”. Ritholtz tells Bloomberg that while they have long-term negatives, deficits provide fuel that drives economic activity and stock prices. He also says institutional investors are remaining on the sidelines despite [...]
Read moreRitholtz Dials Back Risk
June 7, 2011
0 Comments
Money manager and author Barry Ritholtz has been dialing back risk in his portfolio, using short-focused exchange-traded funds to hedge his long bets. “We don’t think a recession is imminent, but we’ve watched too many pieces of the economic puzzle slow,” Ritholtz tells Barron’s. After a long bull run, he says, “this is a normal [...]
Read moreThe Five Disciplines that Will Make You a Better Investor
June 3, 2011
1 Comment
What makes a good investor? Barry Ritholtz of FusionIQ and The Big Picture blog says it’s not an MBA or a degree in economics. “We churn out MBAs like made-in-China widgets, yet few ever become outstanding investors,” Ritholtz recently wrote in a Washington Post op-ed. “And don’t even ask about economists — the profession that [...]
Read moreRitholtz Talks Economy, Market
May 6, 2011
0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog remains bullish on stocks for the short-term, and says the economy is behaving just as one would expect following a credit crisis — that is, with slow growth and soft job creation. Ritholtz tells Bloomberg that it doesn’t matter whether the government raises taxes, lowers taxes, [...]
Read more
